UHNW Private Wealth Advisor - Lead

First National Bank of Omaha; Boulder (CO); On-site; USD 124,000 - 211,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with match

Time Off

HSA/Dependent Care

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

First National Bank of Omaha seeks a UHNW Financial Advisor to serve ultra‑affluent clients, delivering personalized education, advice and wealth solutions. You will collaborate with a dedicated team of experts to meet complex financial goals and preserve multi‑generational wealth.

The role emphasizes fiduciary guidance, proactive client service, and a strong track record in wealth management. This onsite opportunity includes competitive compensation and comprehensive benefits.

Qualifications

• Bachelor's degree required (MBA preferred).
• 10+ years of experience in Wealth Management.
• Deep expertise in Wealth Management with experience in Investment Management, Trust, Estate Planning, or Business Succession Planning.
• Proven track record in business development and relationship management.

Responsibilities

• Drive new client acquisition through strategic networking, partnerships and referrals.
• Develop and execute a business development plan to grow client base and expand relationships.
• Participate in industry events to raise profile and attract new business.
• Maintain a robust pipeline of qualified leads and convert opportunities into long-term relationships.
• Provide holistic wealth advisory services using a team-led approach.

Skills

Wealth management

Investment management

Trust planning

Estate planning

Business development

Relationship management

Education

Bachelor's degree (MBA preferred)

Job description

First National Bank of Omaha seeks a UHNW Financial Advisor to serve ultra‑affluent clients, delivering personalized education, advice and wealth solutions. You will collaborate with a dedicated team of experts to meet complex financial goals and preserve multi‑generational wealth.

The role emphasizes fiduciary guidance, proactive client service, and a strong track record in wealth management. This onsite opportunity includes competitive compensation and comprehensive benefits.